Unclaimed
Scott Indgjer is a financial advisor with over 10 years of experience in the industry. Scott is currently registered with Osaic Wealth, Inc. in Scottsdale, AZ and has previously been registered with several other firms including TRIAD ADVISORS LLC, SECURITIES AMERICA, INC., WOODBURY FINANCIAL SERVICES, INC., and AMERITAS INVESTMENT CORP. Scott specializes in providing financial planning and investment advice to individuals, corporations, and trusts. Scott holds Series 7, 24, and 66 licenses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
AZ
06/14/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
GA
12/18/2023 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
NE
10/27/2017 - 06/14/2024
SECURITIES AMERICA, INC. (Omaha NE)
MN
12/18/2023 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
NE
04/09/2014 - 10/23/2017
AMERITAS INVESTMENT CORP. (LINCOLN NE)
BOTH
Issued 12/13/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/05/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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